BROADWING CAPITAL ADVISORS, INC.
BROADWING CAPITAL ADVISORS, INC. of LARKSPUR, CA is an SEC-registered investment adviser (CRD 127513). Regulatory assets under management: $148.0M.
Registration
- CRD: 127513
- SEC file number: 801-129735
- Type: Registered investment adviser
- Location: 101 LARKSPUR LANDING CIRCLE, SUITE 221, LARKSPUR, CA, 94939
- Phone: 415-381-7555
- Latest filing: 2026-02-03
- Regulatory AUM: $148.0M
- Discretionary AUM: $126.9M
- Non-discretionary AUM: $21.1M
- Clients: 2
- Accounts: 66
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Kelly Douglas Kane | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| KANE KELLY DOUGLAS | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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